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Connecting tax advice to wealth management

A holistic approach to retirement planning.
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Employees

A critical component of any comprehensive wealth management strategy is retirement planning. HKFS reviews your retirement plan to ensure you can enjoy your current lifestyle, even after you stop working. Other retirement planning goals include not having to worry about outliving your assets as well as saving substantially on current taxes. Here are some of the key benefits:

  • Personal investment advice and planning
  • One-on-one education meetings
  • Dedicated service team
  • Retirement readiness calculators
  • Executive services to key employees to provide additional benefits
  • Annual employee education meetings
  • Online access to account and investment research
  • Tax Saver’s credit consulting
  • Social security consulting
HOW CAN WE HELP?

Employee Education

Employees will receive customized investment advice and guidance to help them meet their individual financial goals and independence. They will receive the same personal attention that we would provide to any owner or executive.

Below are some of the value added links to help with planning;